Harvest Horizon Wealth Strategies offers personalized wealth management, financial planning, and business consulting services. The firm builds customized investment portfolios using stocks, bonds, exchange-traded funds, and mutual funds, often utilizing third-party model portfolios. In addition to managing investments, Harvest Horizon Wealth Strategies provides comprehensive financial planning covering retirement, taxes, estate planning, insurance, college savings, and debt management. The firm also assists business owners with valuations, expansion strategies, and exit planning, utilizing proprietary internal analytical platforms. Services are tailored to each client's goals, risk tolerance, and personal circumstances.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees are negotiable. Accounts over $10,000,000 are subject to a flat fee with a minimum of $45,000.
